Financial Services Professional

Job overview

The Financial Services Professional works onsite in Broken Arrow, Oklahoma. The posting states compensation of $60,000–$100,000 per year. New York Life’s stated mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. The professional helps individuals and families understand financial needs, plan for future events, and pursue long-term goals. The role builds client relationships and develops an insurance and financial practice through prospecting and professional networks, with training and sales support provided by the company.

What you'll do

• Understand clients’ needs and financial concerns
• educate clients on financial planning for future events
• recommend customized approaches to long-term financial goals
• build relationships with individuals and families
• develop an insurance and financial practice through networking and prospecting
• provide guidance when difficult life circumstances arise
• maintain long-term client relationships.

What we're looking for

Skills & competencies

financial services professional

broken arrow ok

new york life

$60k–$100k/year

full-time

insurance

financial planning

client relationships

prospecting

sales

training

career development

Work arrangement

• Weekend coverage required

Why this role

The posting describes an independent-contractor introductory preview contract for eligible candidates; this is not stated as a requirement for all applicants.

About the employer

New York Life - The Dean Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.